Estate Planning Difficult Decisions Day

Who should be my Trustee?

Who should be the Guardian?

Gifts to charity.

How to "control" distribution- based on age, maturity, or other criteria

Is it a good idea to try control distribution? - Or just let them have it all at once? 

Options for Successor Trustee and Guardian

Family or Friend

Professional - Private fiduciary or Institution? 

Distribution Options: 

Sprinkling

Staged @ ages, @ life stages, @ accomplishments, @ land-marks

Pooled Trust

Successor Trustee's discretion

Words, words, words - how to get it all written properly. 

How kids lose their inherited money. Mostly on crazy investments and wild ideas.